See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,857 | $70,756-63.5% | $65,493-60.5% | $142,382-81.8% |
| Participation rate | 61.1% | 77.4%-16.3pp | 73.1%-12.0pp | 80.1%-19.0pp |
| Annual return | 13.77% | 1754.89%-1741.1pp | 982.45%-968.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,426 | $2,881-50.5% | $2,574-44.6% | $4,299-66.8% |
| Participant deferral / active EE | $4,335 | $4,637-6.5% | $3,961+9.4% | $6,507-33.4% |
| Admin fee / account holder | $3,718 | $6,559-43.3% | $5,028-26.0% | $12,624-70.5% |